Guggenheim Capital’s Jackson Financial JXN Stock Holding History

Guggenheim Capital’s Portfolio JXN Stock Details JXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$599K	Buy	5,847 +801	+16%	+$86.8K	﹤0.01%	1217
2026 Q1	$533K	Sell	5,046 -1,784	-26%	-$200K	﹤0.01%	1188
2025 Q4	$728K	Buy	6,830 +4,299	+170%	+$428K	0.01%	1093
2025 Q3	$256K	Buy	+2,531	New	+$236K	﹤0.01%	1441
2024 Q4	–	Sell	-3,523	Closed	-$321K	–	1808
2024 Q3	$321K	Sell	3,523 -8,201	-70%	-$684K	﹤0.01%	1584
2024 Q2	$871K	Buy	11,724 +8,580	+273%	+$613K	0.01%	1189
2024 Q1	$208K	Sell	3,144 -14,084	-82%	-$765K	﹤0.01%	1782
2023 Q4	$882K	Buy	+17,228	New	+$758K	0.01%	1216
2022 Q1	–	Sell	-136,770	Closed	-$5.72M	–	2156
2021 Q4	$5.72M	Buy	+136,770	New	+$4.48M	0.03%	636

Other funds holding JXN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Guggenheim Capital's JXN Position: Q2 2026 in Review

Guggenheim Capital increased its Jackson Financial (JXN) stake by 16% in Q2 2026, buying an estimated $86.8K and bringing the position to 5,847 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #1217.

Guggenheim Capital first reported a position in JXN in Q4 2021 and has held it in 9 quarters since. The position peaked at $5.72M in Q4 2021. 506 funds tracked by Wall St. Rank hold JXN as of Q2 2026.

Guggenheim Capital held 5,847 shares of Jackson Financial worth $599K as of Q2 2026.
Guggenheim Capital bought 801 Jackson Financial shares in Q2 2026, an estimated $86.8K.
Jackson Financial made up ﹤0.01% of Guggenheim Capital's portfolio in Q2 2026, its #1217 holding.
Guggenheim Capital first reported a position in Jackson Financial in Q4 2021 and has held it in 9 quarters since.
Guggenheim Capital's Jackson Financial position peaked at $5.72M in Q4 2021.
506 funds tracked by Wall St. Rank held Jackson Financial as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.